Broadband and optical Q1 2026 earnings
This special coverage page will provide insights into how the top broadband and optical companies performed in the first quarter.
Ekinops' Q1 revenue increased by 8% sequentially to $32.3 million, driven by growth in SASE and software segments.
Ribbon saw its revenues decline 10% year-over-year to $163 million, driven by slow growth in its Cloud & Edge and IP Optical Networks segments.
Adtran reported that first-quarter 2026 revenue was $286.1 million, with strong growth in the US and Europe, driven by fiber deployment and service provider investments.
Corning's Optical Communications sales rose 36% year-over-year to $1.8 billion, driven by demand for Gen AI products and large hyperscaler deals.
Fiber-based broadband was once again a highlight of AT&T’s first-quarter earnings results, which rose 2.9% to $31.5 billion.
Verizon reported total first-quarter operating revenue of $34.4 billion, up 2.9 percent year-over year.
Q1 Broadband Earnings Results
Lightwave tracks the performance of key players in the broadband industry during the first quarter of 2026.
Ekinops' Q1 revenue increased by 8% sequentially to $32.3 million, driven by growth in SASE and software segments.
The service provider, which recently completed its acquisition of Lumen’s consumer fiber broadband business, sees growing upside from selling more wireless/wireline broadband bundles to customers.
Comcast’s overall first-quarter revenue rose 5.3% year-over-year to $31.5 billion.
Corning's Optical Communications sales rose 36% YoY to $1.8 billion, driven by demand for Gen AI products and large hyperscaler deals.
Ribbon saw its revenues decline 10% year-over-year to $163 million, driven by slow growth in its Cloud & Edge and IP Optical Networks segments.
Verizon reported total first-quarter operating revenue of $34.4 billion, up 2.9 percent year-over year.
Cable One’s churn challenges in its residential segment, particularly declines in broadband and video service revenue, weighed on the company’s revenue, which dipped 7.3% to $353 million, with $10.0 million of the decrease attributable to lower residential video revenue.
Adtran reported that first quarter revenue was $286.1 million 2026, with strong growth in the US and Europe, driven by fiber deployment and service provider investments.
